Hands-On Engagement: Sending Video Journeys Manually with Ease

Deliver Clarity, One Patient at a Time

Not every patient journey begins with a campaign or an online form. Sometimes it starts with a phone call, a casual conversation, or an in-office question. That’s why Clarity’s manual sending option within the Clarity Portal is designed to support personal, hands-on engagement—right when it matters most.

With just a few clicks, your staff can send targeted video journeys to patients who inquire over the phone, through email, or in person. This creates a seamless way to provide trusted education on the spot—without needing an automated system in place.

Why Manual Sending Still Matters

While integrations and automations are powerful, manual sending gives practices complete flexibility to respond to patients in real time. It’s perfect for smaller teams, front desk staff, or anyone engaging with patients outside of automated workflows.

Here’s what makes manual sending so effective:

• No wait times — Send video education immediately during patient conversations
  
  
• Tailored touchpoints — Choose the exact journey that matches the patient’s question or interest
  
  
• No technical setup — No forms, integrations, or campaigns needed to get started
  
  
• Faster follow-through — Keeps patients engaged after phone calls or in-office inquiries

How to Send a Journey Manually in the Clarity Portal

Using the Clarity Portal to send a video journey manually is fast, simple, and doesn’t require technical expertise.

Step-by-Step Guide:

1. Log into the Clarity Portal
   Access your dashboard and head to the "Journeys" section.
   
   
2. Select the Appropriate Journey
   Browse available video journeys tied to procedures or services your patient asked about.
   
   
3. Enter Patient Information
   Input the patient’s first name and phone number—this ensures the journey is sent via text.
   
   
4. Send the Journey
   Click "Send Journey" and your patient will immediately receive a text with a personalized link to view the video series.
   
   
5.  Track Engagement (Optional)
   Monitor how far the patient gets in the video journey for future follow-up.

When Manual Sending Works Best

Manual sending can be especially helpful in a variety of real-world scenarios:

• Phone Inquiries: A patient calls to ask about treatment options. The staff member sends a relevant journey before the call ends.
  
  
• In-Office Conversations: A patient mentions interest in a cosmetic service while checking in. Staff can send a video journey before they leave the office.
  
  
• Email Responses: A provider receives a patient question via email and includes a video journey in their reply.
  
  
• Outreach Follow-Up: A team member is following up on past leads who didn’t respond to a form—sending a journey manually re-engages them.

Empower Your Team with Flexible Patient Engagement

Manual sending is an essential tool for practices that value personal, proactive engagement. It gives your team control over when and how to share important information, all while maintaining the Clarity experience your patients trust.

Whether you’re a solo practice or a large team, this feature lets you meet patients where they are—no automation required.

Ready to Use Manual Sending in Your Workflow?

The Clarity Portal makes it easy for your team to send the right information at the right moment. If your front desk team, providers, or coordinators want to offer personalized support, manual sending delivers just that.

Need help getting started? Our Customer Experience team can walk you through the process and help you integrate it into your daily operations.

 Contact our team today: support@clarityperformance.com